Department Management

Version 14.19

About Department Management

Path: Practice Management tab > Departments button

Departments allow you to designate areas of your practice in which certain types of tasks are performed, such as Billing, Front Desk, Medicine, Nursing and Referrals. Departments are integral to practice management, as checklist tasks, order worksheet tasks and, messages can be assigned to departments. Task Types may be defaulted to a specific department.  The Department Management window adds a department, edits a department, and assigns default tasks to specific departments.

Department Management Map

Number
SectionDescription

1

Departments tabThe Departments tab creates and modifies departments. Departments may not be deleted.

2

Default Task AssignmentThe Default Task Assignment tab assigns departments to specific task types.
3Teams tabThe Teams tab creates and modifies teams. The use of Team is optional.

4

Function ButtonsThe function buttons add a department, edit a department, save the addition or change, or cancel the addition or change.

5

Department GridThe Department grid displays the name, ID, and color selection for each department.
Version 14.10

About Department Management

Path: Utilities Menu > Manage Practice > Departments (Keyboard Shortcut keys: [Alt][U][P][D])

Departments allow you to designate areas of your practice in which certain types of tasks are performed, such as Billing, Front Desk, Medicine, Nursing and Referrals. Departments are integral to practice management, as checklist tasks, order worksheet tasks and, messages can be assigned to departments. Task Types may be defaulted to a specific department.  The Department Management window adds a department, edits a department, and assigns default tasks to specific departments.

Department Management Map

Number
SectionDescription

1

Departments tabThe Departments tab creates and modifies departments. Departments may not be deleted.

2

Default Task AssignmentThe Default Task Assignment tab assigns departments to specific task types.
3Teams tabThe Teams tab creates and modifies teams. The use of Team is optional.

4

Function ButtonsThe function buttons add a department, edit a department, save the addition or change, edit the addition or change, and refresh the department data.

5

Department GridThe Department grid displays the name, ID, and color selection for each department.